AI tools for “ci”

Trace upstream data lineage. Use when the user asks where data comes from, what feeds a table, upstream dependencies, data sources, or needs to understand data origins.

Build a list of contacts or companies matching specific criteria. Describe what you're looking for in natural language and get a structured, tabular list you can export. Supports filtering by title, seniority,…

Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, and surfaces gaps and multi-thread risks. Leads with a TL;DR (top 3 to engage, biggest gap, multi-thread risk), uses…

Coach a rep on how they handled a specific call — discovery quality, objection handling, talk dynamics, and next-call focus. Name the call if you know it, or let the skill pull recent calls and identify the most likely…

Recap a recent call with a tight summary, the decisions made, action items, and open questions. Name the call (account and/or date) if you know it, or let the skill pull your most recent calls and offer a shortlist to…

…(preferred) or name (triggers a lookup), or point it at specific calls. Use when someone asks "what did we commit to", "what are they supposed to send us", "what's still outstanding with this account", or wants an…

…to your configured competitors from GTM context if none specified. Combines ZoomInfo data (account_research, scoops, intent, exec teams, similar companies) with web search for product/pricing/customer-sentiment…

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers a…

cotter.ai secures and aligns enterprise systems with AI governance, workflow stabilization, and data integrity for seamless operations.

…buying process as voiced on recent calls — their stated decision criteria, timeline, steps, and approvers. Uses conversation_intelligence over an account's recent engagements, with account_research for stakeholder…

Summarize a long email thread into its current state, the decisions and key points, and the open questions. Finds the thread with browse_engagements (emails), then uses conversation_intelligence with includeContent to…

…timeline, a breakdown by engagement type, and a participant list with per-person engagement counts — and keeps each engagement's ID in context so you can immediately double-click any one to ask what was…

Look up a company's full profile. Provide a company name, domain, ticker symbol, or ZoomInfo company ID. Returns firmographics, financials, corporate structure, growth signals, and contact counts.

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and…

…purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and…

…or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based…

…breakdown (fit / intent / trigger / engagement), a specific "why now" sentence per account, and the working weight set as a saveable search filter set. Resolves name/domain inputs via search_companies with…

…surfaces verification when needed; typo'd emails fail explicitly rather than fall back. Iteratively refinable. Triggers on phrases like "score these leads", "which lead/contact should I call first", "prioritize my…

…score-accounts) can consume. Use for territory and capacity design, investor-ready market sizing, and ICP sharpening. Triggers on phrases like "size the market", "TAM for", "addressable market", "how many companies…

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